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IUSVIUSV
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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES CORE S&P U.S. VALUE

Integrated Wealth Concepts LLC holds 120,710 shares of IUSV (ISHARES CORE S&P U.S. VALUE), worth $13.3M as of 2026-Q2. The position was increased (+13.5% shares). IUSV represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$13.3M

Current Shares

120,710

Total Value Change

+$2.7M

Total Shares Change

+9,633

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
120,710
+13.5%
$13.3M0.1%$110.15
32
2026-Q1
Increased
106,391
+2.6%
$10.9M0.1%$106.53
28
2025-Q4
Decreased
103,656
-2.3%
$10.6M0.1%$103.32
0
2025-Q3
Decreased
106,085
-1.2%
$10.6M0.1%$99.13
0
2025-Q2
Increased
107,401
+0.1%
$10.2M0.1%$93.26
33
2025-Q1
Decreased
107,251
-3.0%
$9.9M0.1%$90.08
0
2024-Q4
Decreased
110,611
-0.4%
$10.2M0.1%$90.79
0
2024-Q3
Decreased
111,077
-3.9%
$10.6M0.1%$92.83
0

Other major holders of IUSV: BANK OF AMERICA CORP /DE/

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